What do you get when a fast-scaling RIA with a Silicon Valley clientele meets BELAY’s delegation experts?
You get operational leverage, deeper client engagement, and a pathway to 30% annual growth.
In a recent episode of the Retirement Tax Services Podcast, host Steven Jarvis, CPA, sat down with Tushar Kumar, co-founder of Twin Peaks Wealth Advisors and BELAY client, for a no-fluff conversation about what it really means to delegate as a financial advisor.
The result? A compelling case for why every advisor serious about scaling their firm should consider a BELAY Assistant.
Here are the top takeaways from their conversation.
Tushar’s goal was never modest.
He set out to grow Twin Peaks Wealth Advisors, a $500M AUM firm, by 20–30% each year. But with growth came friction.
Time became scarce, and certain personalized touches like sending gifts and handwritten notes were harder to maintain.
What nudged him to finally take the leap?
“I looked at other advisors who had done what I’m trying to do,” Tushar shared. “Many of them had hired VAs (Virtual Assistant). So I figured, why reinvent the playbook?”
BELAY made it easy for him to get started without major risk.
Low upfront commitment, flexibility, and high-caliber onboarding gave him confidence.
“They de-risked the process for me,” he explained. “That made it much easier to say yes.”
Tushar started by offloading client gifting and prospect outreach.
“We send every prospect a handwritten card and often a book,” he said. “As we grew, that became unsustainable for me to do myself.”
His BELAY Assistant, Karen, not only took over that process, but she also began handling scheduling logistics, like setting up monthly in-person client lunches and dinners to nurture relationships.
Those aren’t small wins. That’s a consistent, high-touch client experience, sustained through delegation.
But she didn’t stop there.
Karen now helps with backend operations, works alongside the COO, and even supports his personal life, like coordinating quarterly cousin dinners or solving airline mileage issues for his mom.
“You have to think bigger about what a VA can do for you,” Tushar advised. “It’s not just the business tasks.”
One common fear Steven and Tushar both shared was, “No one can do it as well as I can.”
But both discovered the opposite: With structure and support, a BELAY Assistant can often do it better.
So Tushar emphasized the value of standing meetings.
A biweekly 30-minute check-in with Karen unlocked new opportunities to delegate. It became a space to identify “invisible tasks” he could hand off — things like travel logistics, property tax payments, or address updates.
His advice? Set the standard and let your VA help you improve as a delegator.
Karen even proactively asked, “Would it be OK if I just tried this first before you take it on yourself?”
That mindset shift was transformational.
Today, Twin Peaks Wealth Advisors has three BELAY Assistants — one for Tushar and two for other advisors on the team, including his twin brother. They’ve also added BELAY’s Marketing service.
A recent example? One Assistant is leading planning for a client appreciation event. She’s doing all the vendor research, booking logistics, and presenting curated options — saving the leadership team 15+ hours.
“This is operational leverage,” Tushar said. “We’re focusing our time where it has the highest value — nurturing relationships and growing the business.”
“If you’re unsure, write down why. Then write down what you wish you had help with,” Tushar recommends. “Bring that list to a BELAY call. The value becomes clear fast.”
His biggest takeway?
Tushar and Steven’s conversation is packed with real talk, tactical insights, and growth-focused mindset shifts. If you’re an advisor wondering if you’re ready to delegate, this episode might be the nudge you need.
Listen now to the full episode of the Retirement Tax Services Podcast.
👉 And if you’re ready to take action, text “RTS” to 55123 to connect with BELAY and start your delegation journey.